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This content contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained herein should be construed as a investment advice. Halbert Hargrove (“HH”) is a registered investment adviser. For additional information about HH, including its services and fees, request the firm’s disclosure brochure or visit advisorinfo.sec.gov.

The information presented is pulled from questions that have been asked through public websites, but there is no identification provided about the person that asked the question. HH may edit the questions to make them less fact specific and more appropriate for a general audience. The content is provided for illustrative purposes only and does not represent an actual client or an actual client's experience. Every situation is different and your best practices may vary based on your individual circumstances. HH makes no representation as to whether any statements made were profitable or would have been profitable for any person in the past. No portion of the content is to be interpreted as a testimonial or endorsement of the Firm’s investment advisory services.

The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect any one person’s situation or a whole exposition of the topic. All opinions or views reflect the views of HH as of the publication date and are subject to change without notice. HH does not provide tax or legal advice and nothing contained herein should be considered as personalized financial advice. You should contact your financial advisor, tax advisor, accountant and/or attorney before making any decisions. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.